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Agency Portfolio Dashboard

Builds a single portfolio-level dashboard of client health, budget pacing, deadlines and team utilization across every brand you manage.

Marketing & SEOIntermediate★ 846⑂ 139AI score 8/10Last updated: Sep 7, 2026

What it does

  • Enumerates every client brand under ~/.claude-marketing/brands/ and pulls campaigns, execution history and budget data for each.
  • Computes a RAG health score per client using the agency operations rubric, plus portfolio-wide distribution and trend direction.
  • Produces an aggregate KPI table (total spend, average ROAS, active campaigns, leads/conversions) with period-over-period comparison.
  • Adds a team utilization matrix, an aging approvals queue (48h+ flagged), 7/14-day deadline list, content pipeline bottlenecks, an alerts panel, and a contract/renewal tracker.
  • Optionally reports Claude Code spend per brand — only if you paste your own /usage output; the plugin cannot read it automatically.

Who it's for

  • Agency owners, ops leads and account directors juggling multiple client accounts.
  • Teams running daily standups or weekly reviews who need an instant "which accounts are at risk?" answer.
  • Users already running the digital-marketing-pro plugin with brand profiles configured.

Examples

  1. "How are all our clients doing this week?" → per-client health cards plus an at-risk shortlist.
  2. "Show budget pacing across all accounts this month, underspenders only" → variance table with projected end-of-period spend.
  3. "Sort by health score, amber/red only, include owners and upcoming deadlines" → condensed dashboard with the pending approvals queue.

· · · Install guide · · ·

Try it now, no install

Paste this into Claude to use the skill without installing anything.

Read the instructions in this file and follow them to help me:
https://raw.githubusercontent.com/indranilbanerjee/digital-marketing-pro/HEAD/skills/agency-dashboard/SKILL.md

What I want: (describe your task here)

If Claude can't open the link, open it yourself and paste the contents instead.

↓ If it works for you, download the ZIP below and install it. Then it runs on its own — no pasting each time.

Install in the Claude app (no terminal)
  1. Download the ZIP with the button below.
  2. In Claude, open Settings → Capabilities and turn on 'Code execution and file creation'. (one time)
  3. Go to Customize → Skills → + → 'Upload a skill' and upload the ZIP.
↓ Download ZIP
Install in Claude Code

Let Claude do it — paste this into Claude Code

Install the skill I found on AI Skill Mart.
Copy the skills/agency-dashboard folder from the GitHub repo indranilbanerjee/digital-marketing-pro into my ~/.claude/skills/agency-dashboard/.
When it's done, tell me in one line what this skill can do.

Install with a command instead

git clone https://github.com/indranilbanerjee/digital-marketing-pro.git /tmp/digital-marketing-pro && mkdir -p ~/.claude/skills && cp -r /tmp/digital-marketing-pro/skills/agency-dashboard ~/.claude/skills/

⚠ This is a third-party skill. Check the source repository before installing.

  1. Open your terminal.
  2. Clone the repo: git clone https://github.com/indranilbanerjee/digital-marketing-pro.git
  3. Copy the skill into Claude's skills folder: mkdir -p ~/.claude/skills && cp -r digital-marketing-pro/skills/agency-dashboard ~/.claude/skills/
  4. The skill calls plugin scripts (campaign-tracker.py, execution-tracker.py, team-manager.py) — install the full plugin or copy the scripts/ directory too.
  5. Verify Python 3 is available: python3 --version
  6. Create brand data first via /digital-marketing-pro:brand-setup so ~/.claude-marketing/brands/ contains client profiles.
  7. Restart Claude Code and run /digital-marketing-pro:agency-dashboard or simply ask for a "portfolio health check".
View source on GitHub ↗License: MIT